Portfolio Management Services (PMS)Compare Schemes
Right Horizons - Supervalue Aggressive vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Right Horizons - Supervalue Aggressive
Tamohara - Q Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.93%
−0.46%
6 Months
19.55%
6.77%
1 Year
11.69%
7.38%
3 Years
15.46%
9.03%
5 Years
—
—
Since Inception
23.05%
10.29%
Fund Age
3 yrs 4 mo
4 yrs 2 mo
AUM
₹95.08 Cr
₹9.69 Cr
Alpha – 1 Year
8.71%
7.73%
Alpha – 3 Years
3.58%
0.04%
Information Ratio – 3 Years
0.52
0.09
Volatility – 1 Year
27.25%
17.08%
Volatility – 3 Years
23.29%
16.18%
Beta – 1 Year
1.44
0.95
Beta – 3 Years
1.22
1.08
Sharpe Ratio – 1 Year
0.33
0.20
Sharpe Ratio – 3 Years
0.66
0.33
Worst Rolling Year
15.47%
7.39%
Value at Worst Rolling Year
₹1.15 Cr
₹1.07 Cr
Deepest Drawdown
−32.01%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.67%
9.85%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 41% · M 53%
Number of Stocks
—
22
Portfolio P/E
—
44.95
Top 5 Holdings
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
—
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.00% / yr
2.00% / yr
Performance Fee / Plan
20% of profit, above 8%
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
1% / – / –